Asia Economics Focus China Shock 2.0 is good news for ASEAN China’s export surge is strengthening rather than hollowing out South East Asian manufacturing. Cheaper inputs and Chinese investment should continue to lift the region’s exports and industrial... 15th September 2026 · 15 mins read
Asia Rapid Response Thailand Interest Rate Announcement (August. 2026) 26th August 2026 · 2 mins read
Asia Economics Weekly Taiwan’s 2027 budget, Thai rates to stay low Plans in Taiwan’s 2027 budget for a sharp rise in defence spending may face some pushback from parliament, but proposals for an even larger rise in social welfare spending and a fresh round of cash... 21st August 2026 · 8 mins read
Asia Economics Update New Thai government is squandering a rare chance for reform Thailand’s re-elected government began its new term with a strong mandate and a rare opportunity to pursue structural reform to boost long-term growth. Six months on, that opportunity risks being... 10th August 2026 · 3 mins read
Asia Economics Update AI is lifting Asia’s non-chip manufacturers too The global AI investment boom is delivering a bonanza to electronics manufacturers across Asia well beyond just chipmakers in Korea and Taiwan. 23rd July 2026 · 2 mins read
Asia Economics Weekly Indonesia back in the spotlight, hawkish central banks MSCI is expected to announce on Tuesday whether Indonesia will retain its emerging market status, with recent reforms and press reports suggesting that a downgrade to frontier market status is... 19th June 2026 · 5 mins read
Asia Economics Update Thailand: growth beats expectations, but economy set to slow Thailand’s growth accelerated in the first quarter of the year, but the economy faces growing headwinds from the conflict in Iran and the surge in global energy prices. Despite recent government... 18th May 2026 · 3 mins read
Asia Economics Weekly BI meets amid rupiah weakness, Malaysia’s resilience While it is likely to be a close call, we expect Bank Indonesia to keep policy rates unchanged at its upcoming meetings despite rupiah weakness, preferring instead to rely on FX intervention to... 15th May 2026 · 6 mins read
Asia Economics Weekly Stimulus in Thailand, Korean inflation under control Thailand is launching a 400bn baht (2% of GDP) stimulus to cut living costs and boost renewables, though the spending risks pushing public debt towards—and potentially through—the government’s 70% of... 8th May 2026 · 5 mins read
Asia Economics Weekly Manufacturers hit, Korean outflows, BOK and RBI meetings The March PMIs show that the energy shock appears to be hitting manufacturers in Asia, though it is more evident in higher input prices than in falling activity. Meanwhile, foreign outflows from Korea... 2nd April 2026 · 7 mins read
Asia Economics Update Energy shock in Asia: policy choices ahead High energy prices and growing concerns over energy security have already prompted significant policy responses across Asia. Some governments are looking to introduce inflation-suppressing measures... 10th March 2026 · 4 mins read
Asia Economics Update Is Asia running on empty with LNG? Asian economies vary in how dependent they are on LNG from the Gulf – for China and Japan, dependence is low, while Pakistan, Taiwan and Korea have much higher exposure. Low domestic inventories leave... 10th March 2026 · 4 mins read
Asia Economics Update The Iran shock and Asia As net energy importers, most economies in Asia are worse off and facing higher inflation as a result of the attacks on Iran. But oil prices would have to rise much further than they have so far – to... 2nd March 2026 · 5 mins read
